Manage leads, documents and messages from your phone.
Who this is for: Brokers
Install the app
Download Effi from the App Store (iPhone) or Google Play (Android).
Log in with the same email and password you use on the web.
Optional: turn on biometric lock so the app opens with Face ID or your fingerprint.
Find your way around
Dashboard: leads, lodgements, approvals, settlements and active pipeline against target. Pull down to refresh.
Leads: open the Leads tab at the bottom. Tap the three dots at the top right and choose Kanban View to see your pipeline by stage.
Lead actions: call, message, email or add a note straight from the lead. Use the three-dot menu to edit, assign members or send the lead to your aggregator.
Documents: open a lead's Documents tab to preview, accept, reject, download or sync files to SharePoint.
Messages: filter by messages, emails, notes or tasks, and sort newest or oldest first.
Accounts & Contacts: create and link contacts and accounts on the go.
Time-savers
Voice to text: tap Voice to text under any comment box, or press and hold the mic in Messages to dictate.
Smart notifications: tapping a notification opens the exact task, lead or document.
Good to know
Some features, such as user management, are only available to admins.
Keep the app updated to get new features.
Need a hand?
Email [email protected] and our team will get back to you.